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SIMGX vs STAG: Dividend Comparison 2026

SIMGX yields 20.16% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SIMGX wins by $55.4K in total portfolio value
10 years
SIMGX
SIMGX
● Live price
20.16%
Share price
$9.92
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$73.7K
Annual income
$6,855.71
Full SIMGX calculator →
STAG
STAG Industrial Inc.
● Live price
3.44%
Share price
$36.06
Annual div
$1.24
5Y div CAGR
0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.3K
Annual income
$462.70
Full STAG calculator →

Portfolio growth — SIMGX vs STAG

📍 SIMGX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSIMGXSTAG
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, SIMGX + STAG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SIMGX pays
STAG pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SIMGX
Annual income on $10K today (after 15% tax)
$1,713.71/yr
After 10yr DRIP, annual income (after tax)
$5,827.35/yr
STAG
Annual income on $10K today (after 15% tax)
$292.69/yr
After 10yr DRIP, annual income (after tax)
$393.29/yr
At 15% tax rate, SIMGX beats the other by $5,434.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SIMGX + STAG for your $10,000?

SIMGX: 50%STAG: 50%
100% STAG50/50100% SIMGX
Portfolio after 10yr
$46.0K
Annual income
$3,659.21/yr
Blended yield
7.95%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SIMGX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+24.8% upside vs current
Range: $39.00 — $59.00
Altman Z
1.2
Piotroski
5/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIMGX buys
0
STAG buys
0
No recent congressional trades found for SIMGX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSIMGXSTAG
Forward yield20.16%3.44%
Annual dividend / share$2.00$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$73.7K$18.3K
Annual income after 10y$6,855.71$462.70
Total dividends collected$42.1K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: SIMGX vs STAG ($10,000, DRIP)

YearSIMGX PortfolioSIMGX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,716$2,016.13$10,665$345.38+$2.1KSIMGX
2$16,002$2,396.01$11,365$358.01+$4.6KSIMGX
3$19,940$2,817.94$12,099$370.76+$7.8KSIMGX
4$24,618$3,281.71$12,870$383.63+$11.7KSIMGX
5$30,128$3,786.47$13,678$396.60+$16.4KSIMGX
6$36,567$4,330.76$14,526$409.67+$22.0KSIMGX
7$44,040$4,912.57$15,413$422.82+$28.6KSIMGX
8$52,652$5,529.37$16,343$436.05+$36.3KSIMGX
9$62,516$6,178.19$17,315$449.35+$45.2KSIMGX
10$73,747$6,855.71$18,332$462.70+$55.4KSIMGX

SIMGX vs STAG: Complete Analysis 2026

SIMGXStock

The fund invests approximately 75% of its net assets in funds that are advised by Dimensional Fund Advisors LP and that, in turn, the Adviser believes establish a globally diversified equity investment portfolio. The fund will invest in funds that by the terms of their prospectuses invest in, and/or provide exposure to, several countries which may include the U.S., although the advisor generally will attempt to invest at least 40% of its net assets in funds that invest in the securities of issuers based, primarily operated and/or listed outside of the U.S.

Full SIMGX Calculator →

STAGREIT

STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.

Full STAG Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.